Civic Intelligence

National Society of the Sons of the American Revolution

990EZ • Fiscal year 2017 • EIN 23-7245126

Jan 01, 2017 to Dec 31, 2017 • Filed on Mar 03, 2018

Organization ProfileWWW.FLSSAR.ORG
10951 Gulf Shore Drive 1005Naples, FL 34108

(239) 597-9163

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

78th percentile

22%

Higher net margin than 78% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

48th percentile

0.8%

Faster asset growth than 48% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

51st percentile

1.5%

Faster revenue growth than 51% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$322,023

Up $2,563 (+0.8%) from 2016

Net Assets

Up

$322,023

Up $2,563 (+0.8%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin78th percentile

Revenue

Up

$11,613

Up $169 (+1.5%) from 2016

Expenses

Down

$9,050

Down $2,304 (-20%) from 2016

Net Income

Up

$2,563

Up $2,473 (+2748%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400K$300K$200K$100K$0Assets 2015: $319,370Net Assets 2015: $319,3702015Assets 2016: $319,460Net Assets 2016: $319,4602016Assets 2017: $322,023Net Assets 2017: $322,0232017

Highlighted filing

2017

Assets$322,023
Liabilities-
Net Assets$322,023
Open 2017 Filing

Operations Trend

Revenue Growth51st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30K$20K$10K$0Revenue 2015: $28,097Expenses 2015: $12,075Net Income 2015: $16,0222015Revenue 2016: $11,444Expenses 2016: $11,354Net Income 2016: $902016Revenue 2017: $11,613Expenses 2017: $9,050Net Income 2017: $2,5632017

Highlighted filing

2017

Revenue$11,613
Expenses$9,050
Net Income$2,563
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 3, 2018
Return Version
2017v2.2
Gross Receipts
$11,613
Mission and Program Overview

Mission

Historical, educational and patriotic

Program Services

DescriptionGrantsExpenses
DISTRIBUTIONS TO VARIOUS CHAPTERS OF THE FLORIDA SOCIETY OF THE SONS OF THE AMERICAN REVOLUTION THAT SUBMIT REIMBURSEMENT REQUESTS FOR EXPENSES ASSOCIATED WITH VARIOUS ACTIVITIES RELATING TO SAR'S CHARITABLE PURPOSE.$9,051-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL E GAREYTrustee-$0--
W RICHARD YOUNG SRTrustee-$0--
JOHN STEWARTTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Florida Sar Endowment Trust Fund
EIN
23-7245126
Phone
2395979163
Address
10951 GULF SHORE DRIVE 1005, NAPLES, FL 34108

Signing Officer

Name
Michael E Garey
Title
Trustee
Signed
2018-03-03
Discuss with paid preparer
Yes

Preparer

Firm
S & J Professional Services Inc
Address
4100 CORPORATE SQ STE 155, NAPLES, FL 34104-4704
Preparer
Stephanie L Cox
Phone
2397767258
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Cash Amount Given: $9050”

Raw XML Appendix133 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NAPLES
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd034108
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0319460
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0322023
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Trustee
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0HISTORICAL, EDUCATIONAL AND PATRIOTIC
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DISTRIBUTIONS TO VARIOUS CHAPTERS OF THE FLORIDA SOCIETY OF THE SONS OF THE AMERICAN REVOLUTION THAT SUBMIT REIMBURSEMENT REQUESTS FOR EXPENSES ASSOCIATED WITH VARIOUS ACTIVITIES RELATING TO SAR'S CHARITABLE PURPOSE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt09051
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt09050
IRS990EZ/TotalProgramServiceExpensesAmt09051
IRS990EZ/TotalRevenueAmt011613
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0WWW.FLSSAR.ORG
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0false
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE GOVERNING DOCUMENT OF THE FLORIDA SAR ENDOWMENT TRUST FUND SPECIFIES THAT THE GOVERNING BODY OF THE FLORIDA SOCIETY SONS OF THE AMERICAN REVOLUTION HAS THE POWER TO ELECT TRUSTEES, TO REMOVE ANY TRUSTEE FOR CAUSE, TO FILL INTERIM VACANCIES AND TO DIRECT TRUSTEES TO MAKE DISTRIBUTIONS OF INCOME TO ORGANIZATIONS THAT ARE ORGANIZED AND OPERATED EXCLUSIVELY FOR PATRIOTIC, HISTORICAL, EDUCATIONAL AND CHARITABLE USES AND PURPOSES. SUCH ORGANIZATIONS MUST BE CREATED OR ORGANIZED IN THE UNITED STATES OR ITS POSSESSIONS AND CONTRIBUTIONS MAY ONLY BE USED IN THE UNITED STATES OR ITS POSSESSIONS. HISTORICALLY, THE GOVERNING BODY OF THE FLORIDA SOCIETY SONS OF THE AMERICAN REVOLUTION HAS ONLY AUTHORIZED DISTRIBUTIONS TO CHAPTERS OF THE FLORIDA SOCIETY SONS OF THE AMERICAN REVOLUTION TO BE USED IN FURTHERANCE OF ITS CHARITABLE PURPOSE.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section B, Line 1: Explanation Of How Supported Orgs. Managed Actvities
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0593532127
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd09
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
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IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Cash Amount Given: $9050
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
ReturnHeader/BuildTS02018-06-14 16:35:46Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-03
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ReturnHeader/Filer/BusinessNameControlTxt0FLOR
ReturnHeader/Filer/EIN0237245126
ReturnHeader/Filer/PhoneNum02395979163
ReturnHeader/Filer/USAddress/AddressLine1Txt010951 GULF SHORE DRIVE 1005
ReturnHeader/Filer/USAddress/CityNm0NAPLES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NAPLES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0341044704
ReturnHeader/PreparerPersonGrp/PhoneNum02397767258
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHANIE L COX
ReturnHeader/ReturnTs02018-03-03T09:22:29-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$322,023
Liabilities
-
Net assets
$322,023
Revenue
$11,613
Expenses
$9,050
Net income
$2,563
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$3.22$3.22$0.12$0.09$0.03
2016Detailed filing. Detailed filing data is available for this year.$3.19$3.19$0.11$0.11$0.00
2015Detailed filing. Detailed filing data is available for this year.$3.19$3.19$0.28$0.12$0.16